OISVX
Price
$14.41
Change
+$0.06 (+0.42%)
Updated
Jul 25 closing price
Net Assets
601.41M
VSCAX
Price
$24.45
Change
+$0.02 (+0.08%)
Updated
Jul 25 closing price
Net Assets
7.03B
Interact to see
Advertisement

OISVX vs VSCAX

Header iconOISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.41
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets601.41M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
OISVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OISVX vs. VSCAX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OISVX (601M). OISVX pays higher dividends than VSCAX: OISVX (0.98) vs VSCAX (0.35). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.39) is less costly to investors than VSCAX (1.12). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. OISVX (-3.25). VSCAX return over 5 years is better than : 124.82 vs. OISVX (38.47).
OISVXVSCAXOISVX / VSCAX
Total Expense Ratio1.251.12112%
Annual Report Gross Expense Ratio1.391.12124%
Fund Existence22 years26 years-
Gain YTD0.3483.9989%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets601M7.03B9%
Annual Yield % from dividends0.980.35285%
Returns for 1 year-3.255.38-61%
Returns for 3 years4.3142.5310%
Returns for 5 years38.47124.8231%
Returns for 10 years15.8227.8557%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HULEX34.570.13
+0.38%
Huber Select Large Cap Value Instl
CMTFX103.550.24
+0.23%
Columbia Global Technology Growth Inst
TQGEX20.270.04
+0.20%
T. Rowe Price Integrated Global Eq
BGDVX14.870.01
+0.07%
BlackRock GA Disciplined Volatility Eq K
AEPFX61.40-0.32
-0.52%
American Funds EUPAC F2